SouthState Bank Corp
SSB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000764038
In the last 90 days, SouthState Bank Corp insiders filed 0 open-market purchases and 3 sales; 561 institutions reported holding it in 13F filings for Q2 2026, worth $8.57B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in SouthState Bank Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 341
- −8 vs. Q4 2022
- Shares held
- 71.1M
- +8.92M (+14.4%) vs. Q4 2022
- Total value
- $5.07B
- +$324.3M (+6.8%) vs. Q4 2022
- New holders
- 47
- 132 more added
- Sold out
- 55
- 95 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SSB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 561 | $8.57B |
| Q1 2026 | 517 | $7.66B |
| Q4 2025 | 488 | $7.66B |
| Q3 2025 | 463 | $8.17B |
| Q2 2025 | 485 | $7.90B |
| Q1 2025 | 457 | $8.28B |
| Q4 2024 | 419 | $6.89B |
| Q3 2024 | 385 | $6.64B |
| Q2 2024 | 377 | $5.19B |
| Q1 2024 | 365 | $5.70B |
| Q4 2023 | 357 | $5.78B |
| Q3 2023 | 331 | $4.53B |
| Q2 2023 | 327 | $4.45B |
| Q1 2023 | 341 | $5.07B |
| Q4 2022 | 353 | $4.74B |
| Q3 2022 | 336 | $4.87B |
| Q2 2022 | 314 | $4.82B |
| Q1 2022 | 321 | $5.16B |
| Q4 2021 | 308 | $4.66B |
| Q3 2021 | 299 | $4.31B |
| Q2 2021 | 291 | $4.68B |
| Q1 2021 | 305 | $4.49B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 0 | $2 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 3 | $214 | 0.00% | −172−98.3% | Reduced |
| TFC Financial Management | 3 | $214 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 4 | $271 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 8 | $570 | 0.00% | −4−33.3% | Reduced |
| SJS Investment Consulting Inc. | 9 | $642 | 0.00% | −10−52.6% | Reduced |
| Glassman Wealth Services | 11 | $784 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11 | $784 | 0.00% | +11 | New |
| Nalls Sherbakoff Group, LLC | 12 | $854 | 0.00% | +12 | New |
| Disciplined Investments, LLC | 12 | $855 | 0.00% | +2+20.0% | Added |
| Core Wealth Advisors, Inc. | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.43K | 0.00% | −4−16.7% | Reduced |
| Global Financial Private Client, LLC | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $2.00K | 0.00% | −15−34.9% | Reduced |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | −14−26.4% | Reduced |
| KB Financial Partners, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $2.07K | 0.00% | −9−23.7% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $2.14K | 0.00% | +30 | New |
| Values First Advisors, Inc. | 34 | $2.42K | 0.00% | +34 | New |
| Belpointe Asset Management LLC | 45 | $3.21K | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 46 | $3.28K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 49 | $3.49K | 0.00% | +7+16.7% | Added |
| HHM Wealth Advisors, LLC | 75 | $5.34K | 0.00% | +75 | New |
| SOA Wealth Advisors, LLC. | 82 | $5.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $5.92K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $6.98K | 0.00% | +51+108.5% | Added |
| Covestor Ltd | 100 | $7.00K | 0.01% | −1−1.0% | Reduced |
| North Star Investment Management Corp. | 100 | $7.13K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 120 | $8.55K | 0.00% | +120 | New |
| AdvisorNet Financial, Inc | 126 | $8.98K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $9.04K | 0.00% | +1+0.7% | Added |
| Parallel Advisors, LLC | 144 | $10.3K | 0.00% | +85+144.1% | Added |
| TCI Wealth Advisors, Inc. | 151 | $10.8K | 0.00% | −6−3.8% | Reduced |
| City State Bank | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 176 | $12.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $13.3K | 0.00% | +186 | New |
| Carolinas Wealth Consulting LLC | 188 | $13.4K | 0.00% | +6+3.3% | Added |
| Clearview Wealth Advisors LLC | 191 | $13.7K | 0.01% | +1+0.5% | Added |
| Dividend Assets Capital, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 248 | $17.7K | 0.00% | +248 | New |
| Quarry LP | 280 | $20.0K | 0.01% | −165−37.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 346 | $24.7K | 0.00% | −251−42.0% | Reduced |
| Parkside Financial Bank & Trust | 359 | $25.6K | 0.01% | +65+22.1% | Added |
| Nomura Asset Management Co Ltd | 360 | $25.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 480 | $34.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 548 | $39.0K | 0.00% | +43+8.5% | Added |
| Umb Bank N A | 594 | $42.3K | 0.00% | −6−1.0% | Reduced |
| Trust Co of Vermont | 650 | $46.3K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 667 | $47.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 710 | $50.6K | 0.00% | −492−40.9% | Reduced |
| Quadrant Capital Group LLC | 738 | $52.6K | 0.01% | +429+138.8% | Added |
| Harbor Investment Advisory, LLC | 766 | $54.6K | 0.01% | −162−17.5% | Reduced |
| Global Trust Asset Management, LLC | 900 | $64.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 912 | $65.0K | 0.00% | +175+23.7% | Added |
| First Horizon Advisors, Inc. | 1,001 | $71.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,052 | $75.0K | 0.00% | +340+47.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $75.8K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 1,068 | $76.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 870 | $78.8K | 0.00% | −94−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,166 | $83.1K | 0.01% | +123+11.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,206 | $85.9K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,428 | $101.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,610 | $114.7K | 0.04% | +1,534+2,018.4% | Added |
| Caldwell Trust Co | 1,818 | $129.6K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,987 | $141.6K | 0.00% | −23,281−92.1% | Reduced |
| Advisory Services Network, LLC | 2,363 | $168.4K | 0.00% | +810+52.2% | Added |
| Colonial Trust Advisors | 2,380 | $169.6K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,854 | $203.4K | 0.01% | +39+1.4% | Added |
| Certified Advisory Corp | 2,861 | $203.9K | 0.04% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,944 | $209.0K | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 2,935 | $209.1K | 0.12% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,968 | $211.5K | 0.07% | 00.0% | Unchanged |
| Destiny Capital Corp | 3,000 | $213.8K | 0.17% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 3,020 | $215.2K | 0.16% | +20+0.7% | Added |
| XTX Topco Ltd | 3,023 | $215.4K | 0.05% | +3,023 | New |
| King Luther Capital Management Corp | 3,137 | $223.5K | 0.00% | 00.0% | Unchanged |
| True North Advisors, LLC | 3,137 | $223.5K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,146 | $224.0K | 0.00% | −169−5.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,180 | $226.6K | 0.18% | +13+0.4% | Added |
| Tower Research Capital LLC (TRC) | 3,223 | $230.0K | 0.01% | +1,601+98.7% | Added |
| Requisite Capital Management, LLC | 3,295 | $234.8K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,302 | $235.3K | 0.03% | +3,302 | New |
| Bank of Nova Scotia | 3,341 | $238.1K | 0.00% | +3,341 | New |
| Flagship Harbor Advisors, LLC | 3,429 | $244.4K | 0.02% | 00.0% | Unchanged |
| Hyman Charles D | 3,534 | $252.0K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,549 | $252.9K | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,545 | $253.0K | 0.00% | +2,065+139.5% | Added |
| SageView Advisory Group, LLC | 3,579 | $255.0K | 0.02% | +70+2.0% | Added |
| Cerity Partners LLC | 3,594 | $256.1K | 0.00% | +3,594 | New |
| Veritable, L.P. | 3,673 | $261.7K | 0.00% | +3,673 | New |
| PEAK6 Investments LLC | 3,699 | $263.6K | 0.02% | +612+19.8% | Added |
| Arbor Investment Advisors, LLC | 3,735 | $266.2K | 0.05% | −1,700−31.3% | Reduced |
| Shelton Capital Management | 3,802 | $270.9K | 0.01% | +3,802 | New |
| Henshaw Capital LLC | 3,891 | $277.3K | 0.02% | −780−16.7% | Reduced |
| Stephens Inc | 3,940 | $280.8K | 0.01% | −213−5.1% | Reduced |
| Bridgeworth, LLC | 4,000 | $285.0K | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,048 | $288.5K | 0.00% | +1,406+53.2% | Added |
| Metropolitan Life Insurance Co | 4,051 | $288.7K | 0.01% | −553−12.0% | Reduced |
| Alps Advisors Inc | 4,164 | $296.7K | 0.00% | +228+5.8% | Added |